Compass Wealth Management, LLC is a registered investment advisor based in Atlanta, Georgia. Founded in 2011, the firm manages investment portfolios and provides personalized financial planning for individuals, families, and small businesses. Compass Wealth Management creates custom investment plans using mutual funds and exchange-traded funds based on each client's specific financial situation and risk tolerance. The firm manages portfolios on a discretionary basis, meaning they make trades on behalf of clients without needing prior approval for every transaction. Compass Wealth Management typically works with high-net-worth clients and requires a minimum investment of $500,000 per household, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable for certain accounts at the firm's discretion. Accounts are combined across households for fee calculations.
